ELMWOOD WEALTH MANAGEMENT, INC. – SPDR DoubleLine Short Duration Total Return Tactical ETF Transaction History
ELMWOOD WEALTH MANAGEMENT, INC. portfolio value:
$3.79M
portfolio value
ELMWOOD WEALTH MANAGEMENT, INC. quarter portfolio value change:
-1.29%
quarter
SPDR DoubleLine Short Duration Total Return Tactical ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -10.17% | -9.33K shares | -485K | $46.03 | 82.39K |
| Q2 2022 | share | Decrease | -8.25% | -8.25K shares | -491K | $46.63 | 91.72K |
| Q1 2022 | share | Increase | +10.89% | 9.82K shares | 341K | $47.69 | 99.97K |
| Q4 2021 | share | Increase | +9.03% | 7.46K shares | 313K | $49.08 | 90.15K |
| Q2 2021 | share | Increase | +3.25% | 2.6K shares | 138K | $49.42 | 82.68K |
| Q1 2021 | share | Increase | +21.41% | 14.12K shares | 705K | $49.13 | 80.08K |
| Q3 2020 | share | 0.00% | 0 shares | 0 | $48.89 | 65.96K | |
| Q2 2020 | share | Increase | +128.25% | 37.06K shares | 1.85M | $48.54 | 65.96K |
| Q1 2020 | share | Decrease | -37.30% | -17.19K shares | -861.01K | $46.98 | 28.9K |
| Q4 2019 | share | Increase | +3.07% | 1.37K shares | 59K | $48.02 | 46.09K |
| Q3 2019 | share | Increase | +21.29% | 7.85K shares | 389K | $47.83 | 44.72K |
| Q2 2019 | share | Increase | +11.05% | 3.67K shares | 197K | $47.53 | 36.87K |
| Q1 2019 | share | Decrease | -1.78% | -600 shares | -9K | $46.76 | 33.2K |
| Q4 2018 | share | Decrease | -12.44% | -4.8K shares | -239.29K | $46 | 33.8K |
| Q3 2018 | share | Increase | +9.55% | 3.36K shares | 164.17K | $45.74 | 38.6K |
| Q2 2018 | share | Increase | +21.92% | 6.33K shares | 300.12K | $45.45 | 35.23K |
| Q1 2018 | share | Increase | 0.00% | 28.9K shares | 1.41M | $45.48 | 28.9K |